Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SWP
5201
ShoreHaven Wealth Partners
New Jersey
$209M -$2.97M -1% 94
BSA
5202
Bull Street Advisors
Georgia
$209M +$1.33M +0.6% 91
CCA
5203
Cora Capital Advisors
New Jersey
$209M +$1.17M +0.6% 112
CG
5204
Corundum Group
Colorado
$209M -$59.3M -22% 104
NCM
5205
Next Capital Management
New York
$208M -$34.8M -14% 150
BAM
5206
Bosun Asset Management
Illinois
$208M -$14.3M -6% 224
SWAG
5207
Spectrum Wealth Advisory Group
California
$208M -$3.73M -2% 60
SM
5208
STF Management
Texas
$208M -$14.6M -7% 101
PFSC
5209
Peoples Financial Services Corp
Pennsylvania
$208M -$7.69M -4% 262
FCM
5210
Findell Capital Management
New York
$208M -$10.9M -5% 21
BWIA
5211
Bryant Woods Investment Advisors
New York
$208M +$1.51M +0.7% 50
PF
5212
Parker Financial
Washington
$208M +$4.33M +2% 37
RCM
5213
Ridgepath Capital Management
Tennessee
$208M -$9.19M -4% 52
SI
5214
Shaker Investments
Ohio
$208M -$31.3M -13% 109
PSA
5215
Plum Street Advisors
Louisiana
$208M +$5.04M +2% 84
TSM
5216
Two Star Manager
Florida
$208M -$6.27M -3% 18
HFP
5217
Holistic Financial Partners
Indiana
$208M +$6.14M +3% 131
5SA
5218
5th Street Advisors
Connecticut
$207M +$15.1M +8% 48
BOCM
5219
Bontempo Ohly Capital Management
Maryland
$207M +$1.9M +0.9% 42
AFS
5220
Amtrust Financial Services
New York
$207M -$14.3M -6% 15
PL
5221
Polianta Ltd
Jersey
$207M -$2.15M -1% 111
KIM
5222
Kane Investment Management
California
$207M +$28.1M +16% 108
BWG
5223
Balanced Wealth Group
Ohio
$207M -$15.9M -7% 70
FDW
5224
Fourth Dimension Wealth
Ohio
$207M +$15.2M +8% 673
EIA
5225
Eastover Investment Advisors
North Carolina
$207M -$6.86M -3% 49